Client Retention Specialist (Remote)

Beyond Finance(5 hours ago)

Fond du Lac, WIOnsiteFull TimeJunior$38,000 - $40,000Customer Success

About this role

Beyond Finance is hiring for a Retention Specialist to serve as a key contact for customers in financial hardship programs. The role focuses on helping clients understand their options, deescalate concerns, and support their journey towards debt freedom through personalized communication and problem-solving.

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Required Skills

Customer Service
CRM
De-escalation
Financial Analysis
Problem Solving
Communication
Empathy
Negotiation
Time Management
Financial Solutions

About Beyond Finance

beyondfinance.com

Beyond Finance is a technology-enabled debt relief firm that helps consumers move beyond debt by negotiating with creditors, arranging debt-settlement and consolidation programs, and offering access to debt-relief loans. It combines personalized financial assessments with a data-driven platform and licensed counselors to design affordable repayment plans, reduce balances, and lower interest for clients nationwide. The company provides ongoing account management, credit education, and works with financial partners to streamline enrollment and payouts. Consumers choose Beyond Finance for hands-on negotiation support, transparent fees, and measurable savings.

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